Document Drawer

When the DOCUMENTS tab on the Documents page is clicked, the Document Drawer (initially hidden) is displayed over the currently displayed document.

With the tab expanded, you can click any document in the list (see above) to view and edit the document. The following table describes the features of the Document Drawer.

Feature	Description
Document Phase	You can change the document phase which returns you to the Document Options page to view and answer the questions pertinent to the phase selected.
Loan Documents List	Lists all documents auto-selected based on the Document Options questions answered. You can select a document to view and edit in the Documents page by clicking the document from the list.
Document List	Lists all documents selected in the Select Documents screen.
Status	The status tracking feature allows you to mark documents complete when you are finished working with them. Hovering over the document record presents a context menu. There are two statuses: In-Progress (default) and Completed. When you have completed working with a given document, you can change the status by hovering over the document row and clicking the MARK COMPLETED button. If a document is marked Completed, you can hover over the row and the IN-PROGRESS button is displayed.
Create PDF	Allows you to select individual documents to create to PDF by selecting the check box. Note: If you select specific documents to print to PDF and leave the Document Drawer, but you do not leave the transaction or change the Phasebut you do not leave the documents screen, the selected documents remain selected (the check boxes are not cleared). If you leave the transaction or change phases, the Create PDF selections are reset to the default of all being checked. Copying a transaction or exporting/importing a transaction does not affect the creation of documents to PDF because when one of these actions occurs, the PDFs need to be recreated for that specific transaction.
Select All	When selected, all Create PDF check boxes are selected. When cleared, it clears all individual Create PDF check boxes. The default setting is all selected.

Note: For a listing of the documents available in TSoftPlus, refer to Forms List in the Appendices .